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Amy Joan Goan

Prism Financial Planning, LLC

Issaquah, WA

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Current Employers
Prism Financial Planning, Llc

Issaquah, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2014-11-19
  • WA RA
    APPROVED
    Since 2014-11-19

Branch Locations

Issaquah, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prism Financial Planning, Llc Issaquah WA 07/2013 Present
Previous Registrations
  • 2009-06-11 → 2013-07-16
    Ramsey & Associates Inc
    Seattle, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-04-19
  • S63 Uniform Securities Agent State Law Examination
    1988-04-19
Designations
Other Names
  • Amy Joan O'DOnnell
  • Amy Joan Odonnell
  • Amy Joan Sehayek

View on SEC IAPD

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